CMI · Cummins Inc · Shareholders & Ownership

$462.98 -8.86 (-1.88%) Earnings today Play latest call Q2 2026 earnings call transcript

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$64.96B

137.66M

Volume · Nov 5 1.37M Avg daily vol (3M) 1.1M

Every disclosed holder of CMI in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns CMI

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	2,038	117,994,318	85.71%	Yes
Insiders (Forms 3, 4, 5)	30	407,795	0.30%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	19,262,374	13.99%	Rest
Registered funds (N-PORT, not summed)	997	41,434,812	30.10%	No

Shares outstanding: 137,664,487, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of CMI

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	11,503,261	8.36%	-332,263	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,897,806	1.38%	+120,288	Jun 30, 2026	iShares Trust, not summed
1.2	iShares MSCI USA Momentum Factor ETF Fund S000040316 · Registered fund · Jul 31, 2026 iShares Trust, not summed	316,015	0.23%	+74,970	Jul 31, 2026	iShares Trust, not summed
1.3	iShares Russell 1000 Growth ETF Fund S000004346 · Registered fund · Jun 30, 2026 iShares Trust, not summed	239,071	0.17%	—	Jun 30, 2026	iShares Trust, not summed
1.4	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	195,177	0.14%	+641	Jun 30, 2026	iShares Trust, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	177,840	0.13%	+4,635	Jun 30, 2026	iShares Trust, not summed
2	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,010,359	6.55%	+34,388	Jun 30, 2026	carried, not yet filed for the newest quarter
3	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,534,991	5.47%	+36,981	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	6,908,874	5.02%	+101,184	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	STATE STREET CORP 13G CIK 93751 · Bank · Jun 30, 2026 Rule 13d-1(b), qualified institution, not summed	6,916,495	5.02%	—	Jun 30, 2026	Rule 13d-1(b), qualified institution, not summed
4.2	State Street(R) Industrial Select Sector SPDR(R) ETF Fund S000006413 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	813,246	0.59%	+38,145	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
4.3	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	328,815	0.24%	+38,444	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.4	State Street(R) SPDR(R) S&P(R) Dividend ETF Fund S000006981 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	206,924	0.15%	-29,844	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.5	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	138,019	0.10%	+5,051	Jun 30, 2026	SPDR SERIES TRUST, not summed
5	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,085,944	4.42%	+657,632	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · Aug 31, 2026 Fidelity Concord Street Trust, not summed	1,791,221	1.30%	+23,121	Aug 31, 2026	Fidelity Concord Street Trust, not summed
5.2	Fidelity Magellan Fund Fund S000007112 · Registered fund · Jun 30, 2026 Fidelity Magellan Fund, not summed	703,000	0.51%	—	Jun 30, 2026	Fidelity Magellan Fund, not summed
5.3	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · Aug 31, 2026 Fidelity Rutland Square Trust II, not summed	536,331	0.39%	-149,691	Aug 31, 2026	Fidelity Rutland Square Trust II, not summed
5.4	Fidelity Focused Stock Fund Fund S000005452 · Registered fund · Jul 31, 2026 Fidelity Capital Trust, not summed	371,000	0.27%	+83,000	Jul 31, 2026	Fidelity Capital Trust, not summed
5.5	Fidelity Balanced Fund Fund S000007151 · Registered fund · Aug 31, 2026 Fidelity Puritan Trust, not summed	267,014	0.19%	-2,760	Aug 31, 2026	Fidelity Puritan Trust, not summed
6	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	4,380,565	3.18%	-6,103	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
7	Fisher Asset Management, LLC 13F CIK 850529 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,595,361	2.61%	+98,301	Jun 30, 2026	carried, not yet filed for the newest quarter
8	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	3,575,414	2.60%	+64,091	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
9	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,229,444	2.35%	-516,944	Jun 30, 2026	carried, not yet filed for the newest quarter
10	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,107,922	2.26%	+41,441	Jun 30, 2026	carried, not yet filed for the newest quarter
10.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	427	0.00%	-23	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
10.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	276	0.00%	+37	Jul 31, 2026	E Trade Trust, not summed
10.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	196	0.00%	+38	Jul 31, 2026	E Trade Trust, not summed
10.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	56	0.00%	-5	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
11	VANGUARD MID-CAP INDEX FUND Fund S000002844 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	2,989,887	2.17%	+6,041	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,974,668	1.43%	+217,420	Jun 30, 2026	carried, not yet filed for the newest quarter
13	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	1,779,281	1.29%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
14	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,772,846	1.29%	+50,737	Jun 30, 2026	carried, not yet filed for the newest quarter
14.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	40,989	0.03%	+427	Jun 30, 2026	Northern Funds, not summed
14.2	World Selection Index Fund Fund S000019579 · Registered fund · Jun 30, 2026 Northern Funds, not summed	6,402	0.00%	0	Jun 30, 2026	Northern Funds, not summed
14.3	FlexShares US Quality Large Cap Index Fund Fund S000050614 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	6,272	0.00%	+392	Jul 31, 2026	FlexShares Trust, not summed
14.4	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	3,240	0.00%	+160	Jul 31, 2026	FlexShares Trust, not summed
14.5	FlexShares STOXX US ESG Select Index Fund Fund S000054498 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	390	0.00%	-13	Jul 31, 2026	FlexShares Trust, not summed
15	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,504,689	1.09%	+8,798	Jun 30, 2026	carried, not yet filed for the newest quarter
15.1	Carillon Scout Mid Cap Fund Fund S000058963 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	63,048	0.05%	+749	Jun 30, 2026	Carillon Series Trust, not summed
15.2	Carillon Eagle Mid Cap Growth Fund Fund S000008481 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	37,054	0.03%	-21,855	Jun 30, 2026	Carillon Series Trust, not summed
15.3	RJ Eagle GCM Dividend Select Income ETF Fund S000091480 · Registered fund · Jun 30, 2026 Carillon Series Trust, not summed	3,836	0.00%	+1,624	Jun 30, 2026	Carillon Series Trust, not summed
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,501,336	1.09%	-79,824	Jun 30, 2026	carried, not yet filed for the newest quarter
16.1	UBS US Dividend Ruler Fund Fund S000068969 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	5,360	0.00%	—	Jun 30, 2026	UBS FUNDS, not summed
16.2	PACE Large Co Value Equity Investments Fund S000002971 · Registered fund · Jul 31, 2026 PACE SELECT ADVISORS TRUST, not summed	1,093	0.00%	-700	Jul 31, 2026	PACE SELECT ADVISORS TRUST, not summed
16.3	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · Aug 31, 2026 UBS INVESTMENT TRUST, not summed	85	0.00%	-2	Aug 31, 2026	UBS INVESTMENT TRUST, not summed
16.4	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	34	0.00%	+3	Jun 30, 2026	UBS FUNDS, not summed
17	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	1,364,532	0.99%	+386,123	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	BNY Mellon US Large Cap Core Equity ETF Fund S000067260 · Registered fund · Jul 31, 2026 BNY Mellon ETF Trust, not summed	11,670	0.01%	+12	Jul 31, 2026	BNY Mellon ETF Trust, not summed
18	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	1,313,861	0.95%	+36,097	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
19	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,262,659	0.92%	+295,663	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	AQR Long-Short Equity Fund Fund S000041116 · Registered fund · Jun 30, 2026 AQR Funds, not summed	54,629	0.04%	+8,653	Jun 30, 2026	AQR Funds, not summed
19.2	AQR Equity Market Neutral Fund Fund S000046740 · Registered fund · Jun 30, 2026 AQR Funds, not summed	20,378	0.01%	+2,038	Jun 30, 2026	AQR Funds, not summed
19.3	AQR Managed Futures Strategy Fund Fund S000027214 · Registered fund · Jun 30, 2026 AQR Funds, not summed	15,165	0.01%	0	Jun 30, 2026	AQR Funds, not summed
19.4	AQR Managed Futures Strategy HV Fund Fund S000041117 · Registered fund · Jun 30, 2026 AQR Funds, not summed	12,680	0.01%	0	Jun 30, 2026	AQR Funds, not summed
19.5	AQR Large Cap Defensive Style Fund Fund S000037429 · Registered fund · Jun 30, 2026 AQR Funds, not summed	10,334	0.01%	-1,131	Jun 30, 2026	AQR Funds, not summed
20	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Sep 30, 2026	1,228,101	0.89%	-12,105	Sep 30, 2026
20.1	THE U.S. LARGE CAP VALUE SERIES Fund S000000993 · Registered fund · Jul 31, 2026 DFA INVESTMENT TRUST CO, not summed	276,603	0.20%	-78,797	Jul 31, 2026	DFA INVESTMENT TRUST CO, not summed
20.2	Dimensional U.S. Core Equity 2 ETF Fund S000070903 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	129,947	0.09%	-906	Jul 31, 2026	Dimensional ETF Trust, not summed
20.3	U.S. CORE EQUITY 2 PORTFOLIO Fund S000000980 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	121,273	0.09%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.4	U.S. CORE EQUITY 1 PORTFOLIO Fund S000000979 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	101,469	0.07%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
20.5	Dimensional US Large Cap Value ETF Fund S000078987 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	74,820	0.05%	-648	Jul 31, 2026	Dimensional ETF Trust, not summed
21	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,104,087	0.80%	+392,559	Jun 30, 2026	carried, not yet filed for the newest quarter
21.1	College Retirement Equities Fund - Growth Account Fund S000005082 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	252,002	0.18%	—	Jun 30, 2026	College Retirement Equities Fund, not summed
21.2	College Retirement Equities Fund - Total Global Stock Account Fund S000005080 · Registered fund · Jun 30, 2026 College Retirement Equities Fund, not summed	226,304	0.16%	+48,399	Jun 30, 2026	College Retirement Equities Fund, not summed
21.3	Nuveen Core Equity Fund Fund S000005370 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	124,621	0.09%	-60,071	Jul 31, 2026	TIAA-CREF Funds, not summed
21.4	Nuveen Equity Index Fund Fund S000005360 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	114,502	0.08%	-663	Jul 31, 2026	TIAA-CREF Funds, not summed
21.5	Nuveen Large Cap Growth Fund Fund S000012197 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	71,992	0.05%	—	Jul 31, 2026	TIAA-CREF Funds, not summed
22	Robeco Institutional Asset Management B.V. 13F CIK 1418773 · Unknown · Sep 30, 2026	1,026,782	0.75%	+62,107	Sep 30, 2026
23	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,021,986	0.74%	+135,828	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Fund S000048295 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	23,656	0.02%	-1,142	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
23.2	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	9,866	0.01%	+1,956	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
23.3	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	7,109	0.01%	+264	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
23.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · Aug 31, 2026 Goldman Sachs ETF Trust, not summed	6,338	0.00%	+1,408	Aug 31, 2026	Goldman Sachs ETF Trust, not summed
23.5	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	4,817	0.00%	-392	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
24	ROYAL BANK OF CANADA 13F CIK 1000275 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	967,069	0.70%	-118,979	Jun 30, 2026	carried, not yet filed for the newest quarter
25	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	934,697	0.68%	-70,051	Jun 30, 2026	carried, not yet filed for the newest quarter
26	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	929,328	0.68%	+263,978	Jun 30, 2026	carried, not yet filed for the newest quarter
27	Boston Partners 13F CIK 1386060 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	920,840	0.67%	-144,105	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	894,165	0.65%	-37,215	Jun 30, 2026	carried, not yet filed for the newest quarter
28.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	296,119	0.22%	-7,230	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
28.2	Invesco S&P 500 Momentum ETF Fund S000050154 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	178,352	0.13%	+22,284	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.3	Invesco S&P 500 Revenue ETF Fund S000064593 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	26,303	0.02%	-668	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.4	Invesco MSCI USA ETF Fund S000058746 · Registered fund · Aug 31, 2026 Invesco Exchange-Traded Fund Trust II, not summed	24,333	0.02%	+400	Aug 31, 2026	Invesco Exchange-Traded Fund Trust II, not summed
28.5	Invesco RAFI US 1000 ETF Fund S000011995 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	22,780	0.02%	-3,819	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
29	Amundi 13F CIK 1330387 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	893,772	0.65%	+147,093	Jun 30, 2026	carried, not yet filed for the newest quarter
30	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	887,180	0.64%	-27,654	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	308,577	0.22%	+2,108	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.2	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	147,187	0.11%	+250	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	83,683	0.06%	+2,177	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
30.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	82,946	0.06%	+1,233	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
30.5	Schwab U.S. Large-Cap Value ETF Fund S000026634 · Registered fund · Aug 31, 2026 SCHWAB STRATEGIC TRUST, not summed	68,023	0.05%	-1,587	Aug 31, 2026	SCHWAB STRATEGIC TRUST, not summed
31	VANGUARD MID-CAP VALUE INDEX FUND Fund S000012757 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	886,283	0.64%	-11,873	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	801,711	0.58%	+225,281	Jun 30, 2026	carried, not yet filed for the newest quarter
33	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	783,051	0.57%	+5,250	Jun 30, 2026	carried, not yet filed for the newest quarter
34	VANGUARD DIVIDEND APPRECIATION INDEX FUND Fund S000011322 · Registered fund · Jul 31, 2026 VANGUARD SPECIALIZED FUNDS, not summed	780,738	0.57%	+5,062	Jul 31, 2026	VANGUARD SPECIALIZED FUNDS, not summed
35	Allianz Asset Management GmbH 13F CIK 1535323 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	777,291	0.56%	+77,333	Jun 30, 2026	carried, not yet filed for the newest quarter
35.1	PIMCO Dividend and Income Fund Fund S000034646 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	2,596	0.00%	0	Jun 30, 2026	PIMCO Equity Series, not summed
35.2	PIMCO RAFI ESG U.S. ETF Fund S000066985 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	865	0.00%	-38	Jun 30, 2026	PIMCO Equity Series, not summed
35.3	PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Fund S000057225 · Registered fund · Jun 30, 2026 PIMCO Equity Series, not summed	482	0.00%	+66	Jun 30, 2026	PIMCO Equity Series, not summed
36	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	749,110	0.54%	-29,944	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
37	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	726,452	0.53%	+109,753	Jun 30, 2026	carried, not yet filed for the newest quarter
38	VOYA INVESTMENT MANAGEMENT LLC 13F CIK 1068837 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	725,840	0.53%	-16,095	Jun 30, 2026	carried, not yet filed for the newest quarter
39	AMERIPRISE FINANCIAL INC 13F CIK 820027 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	702,148	0.51%	+319,769	Jun 30, 2026	carried, not yet filed for the newest quarter
39.1	Columbia Disciplined Core Fund Fund S000031356 · Registered fund · Jul 31, 2026 Columbia Funds Series Trust II, not summed	126,918	0.09%	—	Jul 31, 2026	Columbia Funds Series Trust II, not summed
39.2	Columbia Intrinsic Value Fund Fund S000031354 · Registered fund · Aug 31, 2026 Columbia Funds Series Trust II, not summed	78,097	0.06%	0	Aug 31, 2026	Columbia Funds Series Trust II, not summed
39.3	Columbia Variable Portfolio - Disciplined Core Fund Fund S000019844 · Registered fund · Jun 30, 2026 Columbia Funds Variable Series Trust II, not summed	72,714	0.05%	—	Jun 30, 2026	Columbia Funds Variable Series Trust II, not summed
39.4	Columbia Research Enhanced Core ETF Fund S000066076 · Registered fund · Jul 31, 2026 Columbia ETF Trust I, not summed	59,615	0.04%	—	Jul 31, 2026	Columbia ETF Trust I, not summed
39.5	Multi-Manager Value Strategies Fund Fund S000036208 · Registered fund · Aug 31, 2026 Columbia Funds Series Trust II, not summed	29,053	0.02%	+16,223	Aug 31, 2026	Columbia Funds Series Trust II, not summed
40	HSBC HOLDINGS PLC 13F CIK 873630 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	661,625	0.48%	+1,481	Jun 30, 2026	carried, not yet filed for the newest quarter
41	STIFEL FINANCIAL CORP 13F CIK 720672 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	593,509	0.43%	-247,462	Jun 30, 2026	carried, not yet filed for the newest quarter
42	SG Americas Securities, LLC 13F CIK 1313360 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	556,710	0.40%	-179,960	Jun 30, 2026	carried, not yet filed for the newest quarter
43	VANGUARD HIGH DIVIDEND YIELD INDEX FUND Fund S000014011 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	556,087	0.40%	+13,732	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
44	First Eagle Investment Management, LLC 13F CIK 1325447 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	536,868	0.39%	-230,363	Jun 30, 2026	carried, not yet filed for the newest quarter
44.1	First Eagle Global Fund Fund S000011211 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	341,514	0.25%	-199,860	Jul 31, 2026	First Eagle Funds, not summed
44.2	First Eagle U.S. Fund Fund S000011213 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	15,079	0.01%	-17,354	Jul 31, 2026	First Eagle Funds, not summed
44.3	First Eagle Global Real Assets Fund Fund S000074462 · Registered fund · Jul 31, 2026 First Eagle Funds, not summed	534	0.00%	0	Jul 31, 2026	First Eagle Funds, not summed
45	DEUTSCHE BANK AG\ 13F CIK 948046 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	522,711	0.38%	-30,840	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	DWS CROCI(R) U.S. Fund Fund S000048744 · Registered fund · Jun 30, 2026 DEUTSCHE DWS INVESTMENT TRUST, not summed	11,448	0.01%	-733	Jun 30, 2026	DEUTSCHE DWS INVESTMENT TRUST, not summed
45.2	Xtrackers S&P 500 Scored & Screened ETF Fund S000065220 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	9,928	0.01%	+360	Aug 31, 2026	DBX ETF Trust, not summed
45.3	Xtrackers MSCI USA Climate Action Equity ETF Fund S000079909 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	6,641	0.00%	+398	Aug 31, 2026	DBX ETF Trust, not summed
45.4	Deutsche DWS Equity 500 Index Portfolio Fund S000009010 · Registered fund · Jun 30, 2026 DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed	4,277	0.00%	-174	Jun 30, 2026	DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO, not summed
45.5	Xtrackers MSCI USA Selection Equity ETF Fund S000064994 · Registered fund · Aug 31, 2026 DBX ETF Trust, not summed	2,305	0.00%	0	Aug 31, 2026	DBX ETF Trust, not summed
46	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	495,047	0.36%	+350,910	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	10,166	0.01%	—	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
47	LONDON CO OF VIRGINIA 13F CIK 1259887 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	492,548	0.36%	-16,286	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ENVESTNET ASSET MANAGEMENT INC 13F CIK 1407543 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	482,942	0.35%	-90,578	Jun 30, 2026	carried, not yet filed for the newest quarter
49	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Sep 30, 2026	479,354	0.35%	-48,894	Sep 30, 2026
49.1	Equity Income Fund Fund S000014240 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	248,570	0.18%	-55,219	Jul 31, 2026	Principal Funds, Inc, not summed
49.2	Principal Capital Appreciation Fund Fund S000014238 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	48,099	0.03%	-7,302	Jul 31, 2026	Principal Funds, Inc, not summed
49.3	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	28,441	0.02%	-654	Jul 31, 2026	Principal Funds, Inc, not summed
49.4	Equity Income Account Fund S000014083 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	23,850	0.02%	-7,112	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
49.5	LargeCap Growth Fund I Fund S000007077 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	14,686	0.01%	—	Jul 31, 2026	Principal Funds, Inc, not summed
50	NEUBERGER BERMAN GROUP LLC 13F CIK 1465109 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	476,978	0.35%	-10,580	Jun 30, 2026	carried, not yet filed for the newest quarter
50.1	Neuberger Large Cap Value Fund Fund S000007840 · Registered fund · Aug 31, 2026 NEUBERGER BERMAN EQUITY FUNDS, not summed	255,216	0.19%	-16,688	Aug 31, 2026	NEUBERGER BERMAN EQUITY FUNDS, not summed

246 more nested rows are not shown here; Every filing lists them all.

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Key facts CIK 26172 CUSIP 231021106 13F (30d) 1019 filings 971 filers Visit website Investor relations